Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Kertz is a financial advisor with Fidelity Personal and Workplace Advisors. Daniel is licensed in 53 states and districts, and has been a financial advisor for over 10 years. Daniel has experience working at several firms, including Edward Jones, Ameriprise Financial Services, LLC and NYLIFE Securities LLC. Daniel is committed to providing clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
12/12/2021 - Present
Fidelity Personal AND Workplace Advisors (SAN CARLOS CA)
CA
08/17/2021 - 09/01/2021
AW SECURITIES (FOLSOM CA)
CA
04/22/2021 - 06/11/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Palo Alto CA)
CA
03/30/2020 - 04/20/2021
NYLIFE SECURITIES LLC (SAN MATEO CA)
NC
11/14/2019 - 02/29/2020
VERITY INVESTMENTS, INC. (DURHAM NC)
MO
09/19/2017 - 12/11/2017
EDWARD JONES (ST LOUIS MO)
CA
11/10/2015 - 01/04/2016
METLIFE SECURITIES INC. (FOSTER CITY CA)
CA
09/28/2011 - 08/10/2015
CAPITAL ONE INVESTING, LLC (SAN FRANCISCO CA)
BOTH
Issued 11/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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